Policyholder Retention Specialist
3 weeks ago
We are seeking a Policyholder Retention Specialist to join our team at Del Toro Insurance Agency Inc. The successful candidate will analyze data to identify cancellation trends and retention opportunities, providing actionable insights to support strategic decisions.
Key Responsibilities:
- Analyze policyholder data to identify cancellation trends and retention opportunities.
- Provide actionable insights to support strategic decisions to the sales department.
- Design, propose, and implement initiatives to improve policyholder retention and loyalty.
- Evaluate and optimize retention campaigns.
- Track policy changes, cancellations, and renewals.
- Maintain data accuracy and integrity across all systems.
- Ensure compliance with insurance regulations and company policies.
- Prepare reports for audits and regulatory reviews.
Requirements:
- +2 years of previous experience in statistics, business analytics, or a related field (Required).
- Previous experience in insurance is preferred but not required.
- Proficiency in Microsoft Excel is required.
- Proficiency in data visualization software is preferred.
- Excellent problem-solving abilities with a focus on actionable insights.
- Strong attention to detail and accuracy in data interpretation.
- Ability to translate complex data into clear and concise reports.
Estimated Salary:$90,000 - $120,000 per year, depending on experience.
Benefits:
- Comprehensive health insurance package.
- 401(k) retirement plan with company match.
- Generous paid time off policy.
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